Tax Manager defining and executing tax strategy and compliance in Brazil. Overseeing corporate income tax activities and collaborating with stakeholders in a complex, multinational environment.
About the role
- Tax Planning Manager responsible for high-quality tax-informed financial plans for clients. Collaborating with financial advisors and the Strategic Wealth Advisory Team within a fintech firm.
Responsibilities
- Partner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications.
- Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
- Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.
- Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.
- Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.
- Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
- Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
- Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards.
Requirements
- Bachelor’s degree in accounting, finance, economics, or a related field
- CFP and CPA/EA
- Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plus
- 3-4 years of experience in tax planning and advice
- Experience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank.
- Strong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts.
- Experience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120-S, etc.).
- Demonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients.
- Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.
Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
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